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Nonprofit · EIN 25-6649977

PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN

Tax-exempt · LANCASTER, PA 17604

Financials

$18K$27K2022$21K$23K2023$18K$18K2024
Revenue Expenses · by fiscal year end
Financials of PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$17,711$18,039-$328$345,301$0$345,301
October 31, 2024990-PF$20,609$22,825-$2,216$345,502$0$345,502
October 31, 2023990-PF$18,324$26,596-$8,272$347,784$0$347,784
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$10,196
Net gain from sales of assets
$7,447
Other income
$68

Expenses

Grants and similar amounts paid
$12,040
Compensation of officers, directors and key employees
$5,666
Disbursements for charitable purposes
$12,040
Excise tax on investment income
$166

Balance sheet and other

Total assets, start of year
$345,502
Total assets, end of year
$345,301
Total liabilities, end of year
$0
Net assets, end of year
$345,301
Fair market value of assets
$446,850
Qualifying distributions
$12,040
Net investment income
$17,711

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FULTON BANK N A
ONE PENN SQUARE, LANCASTER, PA 17602
TRUSTEE0$5,666
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
FULTON BANK N A
ONE PENN SQUARE, LANCASTER, PA 17602
TRUSTEE0$5,309
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
FULTON BANK N A
ONE PENN SQUARE, LANCASTER, PA 17602
TRUSTEE0$4,862

Address and contacts

Address (IRS master file)
PO BOX 3215, LANCASTER, PA 17604-3215
In care of
% FULTON BANK NA
Signed the 990-PF
FULTON BANK NA, TAX OFFICER
Phone
(717) 255-7652
Return prepared by
RELIANCE INTEGRATED SOLUTIONS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
25-6649977
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$345,301
Income (IRS master file)
$84,622

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$17,711$18,039$345,301XML
990-PFOctober 2024$20,609$22,825$345,502XML
990-PFOctober 2023$18,324$26,596$347,784XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-6649977).

Questions about PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN

What is the EIN of PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN?
The employer identification number (EIN) of PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN is 25-6649977.
Is PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN file?
Form 990-PF. Private foundations file every year.
When is the next return of PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,666 (FULTON BANK N A, TRUSTEE).
How much revenue does PETER HORST TR UW FBO HISTORIC SCHAEFFERSTOWN have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $17,711, expenses of $18,039 and total assets of $345,301 at year end.

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